Portfolio Reviews
Qualitative assessment of ESG risks and opportunities related to securities held by our clients or within a defined investment universe. Each security is ranked according to its risk level. Detailed analysis is provided for the highest-risk securities.
ESG Rating
Each company is scored based on its performance evaluated across about 60 criteria distributed over more than 20 indicators. Each score is weighted according to the company's industry sector, enabling sector-specific comparisons.
The Stakes
Publications dealing in depth with ESG issues. Available free of charge on our website.
Voting Results
Annual analysis of Canadian companies' voting results (director elections, executive compensation, shareholder proposals, among others).
The Note
Monthly newsletter covering company news related to ESG issues, voting matters, as well as regulatory developments and trends in the responsible investment market.
